We are in a blog series discussing how strategies for running marathons could help you maximize your wealth in a meaningful way. If you’re just joining us in this series, So far, we have covered: Strategy #1: Know your why.Strategy #2: Why you need a contingency plan.Strategy #3: What to do when your plan hits […]
Category Archives: Financial Planning
28
Sep
Sep
We are in a blog series discussing how strategies for running marathons could help you maximize your wealth in a meaningful way. So far, we have covered: Strategy #1: Know your why.Strategy #2: Why you need a contingency plan.Strategy #3: What to do when your plan hits the fan. In today’s money marathon post, we […]
Financial Planning
What to Do When Your Plan Hits the Fan: Strategies for Marathons & Wealth Management
18
Sep
Sep
We are in a blog series discussing how strategies for running marathons could help you maximize your wealth in a meaningful way. If you missed Strategy #1 about knowing your why, click here to read that post. If you missed Strategy #2 about contingency plans, please click here to read it. This blog post is […]
01
Sep
Sep
We are in a series discussing how strategies for running marathons could help you maximize your wealth in a meaningful way. If you missed strategy #1, click here to read that post. Strategy #2: Have a contingency plan One of the things I learned in my first marathon is that, holy cow, even if you […]
18
Aug
Aug
Have you ever run a marathon? Every year, around 1.1 million people run a marathon; inevitably, spectators and even some runners ask why people choose to run a grueling 26.2 miles. 11-time-marathon-runner and State University of New York at New Paltz psychology professor Glenn Geher says that though the reasons for racing are different for […]
15
Jun
Jun
Recent headlines have some people worried about the dominance of the U.S. dollar and where the U.S. dollar stands as a reserve currency. A variety of economic factors can contribute to depreciating the U.S. dollar. These include monetary policy, rising prices or inflation, demand for currency, economic growth, and export prices. Since one of our […]
02
Jun
Jun
Since the beginning of 2022, the markets have been experiencing volatility over concerns about rising inflation and interest rates. The S&P 500 appears close to a bear market, and the Dow Jones Industrial Average recently hit a 52-week low. Looking at retirement or investment statements in a down market can feel frustrating for many people. […]
02
Mar
Mar
Our hearts and prayers go out to the courageous people of Ukraine as we watch the brazen attack by Russia unfold. It’s difficult to watch. Along with the general horror that war brings and the impact of lives lost, there is a general worry about economic consequences and effects of this invasion on the rest […]
28
Jan
Jan
Monday was a wild day in the stock market, and both rate hikes and inflation are hot topics in the news. “Should I be worried?” is a question on the mind of many investors this week. While market volatility and media headlines may tempt investors to make irrational and costly moves in their portfolio, I’d […]
Financial Planning, Retirement, Taxes
Make Too Much to Fund a Roth IRA? These Three Strategies Could Help You!
11
Nov
Nov
Taxes drive a lot of our personal finance and many everyday decisions. Strategies to minimize taxes, both now and in retirement, drive many investing decisions as well. One potential way to minimize taxes in retirement is by investing in a Roth IRA. With a Roth IRA, the account is funded with after-tax dollars by making […]